高盛：医疗保健医疗器械——全合带量采购更新情况,2024财年通知重点关注区域采购

更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 Goldman Equity Sachs Research 21 May 2024 |3:26PM HKT China Healthcare: Medical Devices: VBP update: National joints national Joint VBP bidding Was held on May 21st (see our previous note), with most players bidding slightly below the renewal ceiling price for revival by a range of 0-3%, and bidding prices across different players are now converging. Domestic players e.g. AK Medical, saw increases in bidding price of 15%/12% for Hip Ceramics-on-Ceramics and Ceramics-on-Poly and 1 ...